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Advisors Asset Management, Inc.: JLS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on JLS, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 87,984 JLS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,984 shares
    Change vs previous 13F -68,742 shares

    0.02% of the 13F portfolio, value $1,537,785.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 156,726 shares
    Change vs previous 13F +1,374 shares

    0.05% of the 13F portfolio, value $2,841,442.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 155,352 shares
    Change vs previous 13F -601 shares

    0.05% of the 13F portfolio, value $2,825,853.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 155,953 shares
    Change vs previous 13F -878 shares

    0.05% of the 13F portfolio, value $2,919,440.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 156,831 shares
    Change vs previous 13F -585 shares

    0.05% of the 13F portfolio, value $2,939,013.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 157,416 shares
    Change vs previous 13F +852 shares

    0.06% of the 13F portfolio, value $2,954,698.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 156,564 shares
    Change vs previous 13F +53,929 shares

    0.05% of the 13F portfolio, value $2,818,152.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 102,635 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,891,563.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).